- World Insurance Associates, LLC. (Dallas, TX)
- …acquisition targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + Possess the depth ... who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term… more
- Citigroup (Dallas, TX)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Deloitte (Austin, TX)
- …industries: consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
- Truist (Dallas, TX)
- …services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the ... of registration, and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal… more
- First Horizon Bank (Plano, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... sales goals/referral goals), and provide support to banking center management . **Essential Duties and Responsibilities** ** Sales and service** + Provide… more
- Zions Bancorporation (San Antonio, TX)
- … Wealth that encompasses investments, estate planning, and risk management , prioritizing clients' financial well-being and long-term success. + **Leadership:** ... role involves leading the development of employees and setting the tone for sales growth. Additionally, the Private Banking Manager must possess the skills to… more
- Comerica (San Antonio, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate, treasury management and other bank functions.… more
- Comerica (Austin, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate, treasury management and other bank functions.… more
- First Horizon Bank (Houston, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals * Coordinates the… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …+ Provide actionable insights to clients, with a focus on estate planning and wealth management . + Oversee financial statement preparation and ensure accuracy in ... on tax planning, compliance, estate planning, financial statement preparation, and asset management -all with an eye for growth and excellence. Your Role: + Develop… more